Wells Fargo & Company shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 64k | 83.82 |
| 2025-06-30 | $5.1M | 64k | 80.12 |
| 2025-03-31 | $4.6M | 64k | 71.79 |
| 2024-12-31 | $2.8M | 40k | 70.24 |
| 2024-09-30 | $2.1M | 37k | 56.49 |
| 2024-06-30 | $2.1M | 36k | 59.39 |
| 2024-03-31 | $2.2M | 38k | 57.96 |
| 2023-12-31 | $1.9M | 38k | 49.22 |
| 2023-09-30 | $1.7M | 41k | 40.86 |
| 2023-06-30 | $1.9M | 44k | 42.68 |
| 2023-03-31 | $1.7M | 47k | 37.38 |
| 2022-12-31 | $1.9M | 46k | 41.29 |
| 2022-09-30 | $2.4M | 61k | 40.22 |
| 2022-06-30 | $2.4M | 62k | 39.17 |
| 2022-03-31 | $3.1M | 63k | 48.46 |
| 2021-12-31 | $3.0M | 64k | 47.98 |
| 2021-09-30 | $3.0M | 64k | 46.40 |
| 2021-06-30 | $3.0M | 66k | 45.29 |
| 2021-03-31 | $2.6M | 67k | 39.07 |
| 2020-12-31 | $2.1M | 69k | 30.18 |
| 2020-09-30 | $1.7M | 74k | 23.50 |
| 2020-06-30 | $1.9M | 76k | 25.60 |
| 2020-03-31 | $6.4M | 224k | 28.70 |
| 2019-12-31 | $13M | 238k | 53.80 |
| 2019-09-30 | $12M | 235k | 50.44 |
| 2019-06-30 | $15M | 326k | 47.32 |
| 2019-03-31 | $20M | 413k | 48.32 |
| 2018-12-31 | $18M | 400k | 46.08 |
| 2018-09-30 | $22M | 418k | 52.56 |
| 2018-06-30 | $24M | 419k | 57.61 |
| 2018-03-31 | $22M | 415k | 52.41 |
| 2017-12-31 | $24M | 400k | 60.67 |
| 2017-09-30 | $22M | 398k | 55.15 |
| 2017-06-30 | $21M | 393k | 53.31 |
| 2017-03-31 | $22M | 388k | 55.66 |
| 2016-12-31 | $21M | 373k | 55.11 |
| 2016-09-30 | $17M | 373k | 44.28 |
| 2016-06-30 | $16M | 330k | 47.33 |
| 2016-03-31 | $16M | 327k | 48.36 |
| 2015-12-31 | $17M | 318k | 54.36 |
| 2015-09-30 | $16M | 302k | 51.35 |
| 2015-06-30 | $14M | 253k | 56.24 |
| 2015-03-31 | $13M | 237k | 54.40 |
| 2014-12-31 | $13M | 229k | 54.82 |
| 2014-09-30 | $12M | 226k | 51.87 |
| 2014-06-30 | $12M | 221k | 52.56 |
| 2014-03-31 | $11M | 219k | 49.74 |
| 2013-12-31 | $10M | 223k | 45.40 |
| 2013-09-30 | $9.0M | 218k | 41.32 |
| 2013-06-30 | $9.2M | 223k | 41.27 |
| 2013-03-31 | $8.2M | 220k | 36.99 |
| 2012-12-31 | $7.1M | 207k | 34.18 |
| 2012-09-30 | $6.5M | 188k | 34.53 |
| 2012-06-30 | $5.8M | 174k | 33.44 |
| 2012-03-31 | $5.8M | 171k | 34.14 |
| 2011-12-31 | $4.3M | 156k | 27.56 |
| 2011-09-30 | $3.1M | 130k | 24.12 |
| 2011-06-30 | $315k | 11k | 28.08 |
| 2011-03-31 | $356k | 11k | 31.75 |